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abrdn Physical Gold Shares ETF

68 hedge funds and large institutions have $282M invested in abrdn Physical Gold Shares ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.55M

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $293M → $282M (-$11.1M)

5.61% less ownership

Funds ownership: 315.6%309.99% (-5.6%)

13% less funds holding

Funds holding: 7868 (-10)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
68
Holders Change
-10
Holders Change %
-12.82%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
17
Reduced
16
Closed
15
Calls
$2.36M
Puts
$1.55M
Net Calls
+$810K
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
BlackRock Advisors
Delaware
$167M
BG
2
BlackRock Group
United Kingdom
$37.1M
UBS Group
3
UBS Group
Switzerland
$10.3M -$577K -48,360 -5%
LA
4
Lau Associates
Delaware
$10M +$116K +9,750 +1%
BIM
5
BlackRock Investment Management
Delaware
$6.51M
JP Morgan Chase
6
JP Morgan Chase
New York
$5.46M +$47.8K +4,010 +0.9%
Morgan Stanley
7
Morgan Stanley
New York
$5.35M +$845K +70,830 +18%
JT
8
Jump Trading
Illinois
$3.57M +$3.24M +271,600 +745%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.84M -$39.2K -3,290 -1%
M&T Bank
10
M&T Bank
New York
$2.68M -$41.2K -3,450 -1%
Bank of America
11
Bank of America
North Carolina
$2.55M -$174K -14,580 -6%
GWM
12
Gupta Wealth Management
California
$2.4M +$2.47M +207,450 New
CWM
13
Concert Wealth Management
California
$2.39M +$118K +9,890 +4%
BlackRock
14
BlackRock
New York
$2.32M
AMM
15
American Money Management
California
$1.99M +$30.9K +2,590 +2%
NCM
16
Narwhal Capital Management
Georgia
$1.8M
BIT
17
BlackRock Institutional Trust
California
$1.54M
Wells Fargo
18
Wells Fargo
California
$1.29M -$199K -16,650 -13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.18M +$69K +5,780 +6%
SF
20
Synovus Financial
Georgia
$1.16M
LPL Financial
21
LPL Financial
California
$962K -$675K -56,620 -41%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$911K -$8.35K -700 -0.9%
Citadel Advisors
23
Citadel Advisors
Florida
$823K +$520K +43,630 +159%
PHS
24
Pekin Hardy Strauss
Illinois
$729K -$1.79K -150 -0.2%
UMA
25
USA Mutuals Advisors
Texas
$695K

SGOL Hedge Fund Activity: Q1 2015 in Review

68 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in abrdn Physical Gold Shares ETF (SGOL) for Q1 2015, worth a combined $282M — down 3.8% from $293M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SGOL and 6 opened new positions — a net loss of 9 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was Jump Trading, adding an estimated $3.24M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $9.24M sold.

  • 68 institutional investors held abrdn Physical Gold Shares ETF (SGOL) as of Q1 2015, down from 78 in Q4 2014.
  • Funds reported $282M of abrdn Physical Gold Shares ETF stock for Q1 2015, down 3.8% quarter-over-quarter.
  • 6 funds opened new abrdn Physical Gold Shares ETF positions in Q1 2015 and 15 closed out, a net change of -9 holders.
  • The largest abrdn Physical Gold Shares ETF buyer in Q1 2015 was Jump Trading, an estimated $3.24M added.
  • The largest abrdn Physical Gold Shares ETF seller in Q1 2015 was Mitsubishi UFJ Trust & Banking, an estimated $9.24M sold.

Based on aggregated 13F filings for Q1 2015.